You Need A Budget (YNAB) MCP

MIT License

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update-transactions

Modify YNAB transactions by updating categories, payees, memos, or statuses. Ideal for managing budget details across multiple transactions efficiently.

Instructions

Update one or more transactions with new categories, payees, memos, etc.

Input Schema

Name	Required	Description	Default
`budget_id`	No	The ID of the budget. If not provided, the default budget will be used.
`transactions`	Yes	A list of transactions to update.

Input Schema (JSON Schema)

{
  "properties": {
    "budget_id": {
      "description": "The ID of the budget. If not provided, the default budget will be used.",
      "type": "string"
    },
    "transactions": {
      "description": "A list of transactions to update.",
      "items": {
        "properties": {
          "approved": {
            "type": "boolean"
          },
          "category_id": {
            "type": "string"
          },
          "cleared": {
            "enum": [
              "cleared",
              "uncleared",
              "reconciled"
            ],
            "type": "string"
          },
          "flag_color": {
            "enum": [
              "red",
              "orange",
              "yellow",
              "green",
              "blue",
              "purple"
            ],
            "type": "string"
          },
          "id": {
            "type": "string"
          },
          "memo": {
            "type": "string"
          },
          "payee_id": {
            "type": "string"
          }
        },
        "required": [
          "id"
        ],
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "transactions"
  ],
  "type": "object"
}

Install Server

HTTP connection URL

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